Ronald Muhlenkamp - Muhlenkamp & Co 13F Activity & Position Changes (Q2 2025)

According to the SEC 13F filed on Jul 24, 2025, the Muhlenkamp & Co portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2025, the filing reported:

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.